Affinity Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,136,504
Clients
15
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$142,434
About
Affinity Financial LLC provides fee-based portfolio management and financial planning primarily for individual and small-business clients, and also works with corporate pension and profit-sharing plans and other institutional clients. The firm delivers investment supervisory services through institutional money-management platforms and offers separate hourly consultations on topics such as college savings, estate planning, and pension plan reviews.
The adviser typically implements client programs by co-managing accounts on institutional custodial platforms and, where appropriate, by introducing clients to third‑party money managers or sub‑advisors. Research and portfolio decisions draw on custodial platform tools, public filings, and third‑party research sources, and the firm may be granted limited discretionary authority to execute trades on behalf of clients.
What distinguishes the firm from many solo independent advisers is its affiliated non‑advisory businesses and services: an affiliated insurance agency that sells life, health, and annuity products and a separate tax-preparation practice, plus arrangements to solicit and work with other investment advisers and custodians. The firm also provides pension‑related consulting and engages in educational activities (including adjunct teaching and past pre‑licensing instruction), a mix of activities that is uncommon for a one‑advisor RIA.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Compliance consulting, business plan preparation
Compliance consulting, business plan preparation
Expertise
Annuities
Long-term care insurance
General estate planning guidance
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Fee options
$100,000 - $200,000: 2.25% $201,000 - $300,000: 2.00% $301,000 - $400,000: 1.90% $401,000 - $500,000: 1.85% $501,000 - $600,000: 1.80% $601,000 - $700,000: 1.75% $701,000 - $800,000: 1.70% $801,000 - $900,000: 1.65% $901,000+: 1.50%
$160 per hour for basic consultations after first 45 minutes free; $250-$275 per hour for advanced services
Account minimum: $100,000 Fee-only: Hourly consultation fees: $160 per hour after first 45 minutes free for basic consultations; $250-$275 per hour for advanced planning services
Main office location
Affinity Financial LLC
Solon OH, United States
Number of offices
1
Most active in
Affinity Financial LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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